Virtual Assistant

Job Description

This position reports directly to the Senior Exchange Officer to assist with all aspects of running the day-to-day operations of a 1031 exchange department and supporting clients with their 1031 exchanges.

Responsibilities include, but are not limited to:

• Pull weekly reports and present to executive leadership
• Manage executive calendar and scheduling
• Organize and coordinate company events and workshops
• Answer office phone calls, take messages, and respond to basic 1031 exchange questions and client requests
• Perform data entry into the client relationship management (CRM) system
• Prepare exchange documents
• Coordinate closings with escrow and title companies
• Prepare instructions for accounting regarding incoming and outgoing wires
• Respond to client inquiries via letter or email
• Create and manage digital marketing materials
• Organize and file documentation a...